Regional Director, Sales and Business Development

Dimensional Fund Advisors

Regional Director managing business development and client relationships for Dimensional Fund Advisors. Responsible for client management and developing new client relationships within a designated territory.

Posted 4/24/2026full-timeSanta Monica • California, Florida, New Jersey • 🇺🇸 United StatesLead💰 $155,000 - $185,000 per yearWebsite

About the role

Key responsibilities & impact

responsible for business development and relationship management of new and existing clients
support independent advisors, pension funds, and other client types
organize efforts of client service team members to address client needs
develop and retain client relationships
present investment capabilities and performance to clients and at company conferences

Requirements

What you’ll need

strong foundational knowledge of investments, capital markets, and asset allocation theory
excellent business development skills
strong educational background
entrepreneurial spirit
self-starter with a track record of building relationships and growing a territory
SIE (Securities Industry Essentials), Series 7, and Series 63/66 licenses required; SIE and Series 7 must be obtained within the first 12 weeks of hire

Benefits

Comp & perks

comprehensive benefits
educational initiatives
special celebrations of our history, culture, and growth

ATS Keywords

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Applicant Tracking System Keywords

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Hard Skills & Tools

business developmentrelationship managementinvestment capabilitiescapital marketsasset allocation theory

Soft Skills

entrepreneurial spiritself-startertrack record of building relationshipsgrowing a territory

Certifications

SIE (Securities Industry Essentials)Series 7Series 63Series 66